See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,589 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: PPG RETIREMENT PLAN SERVICES, LTD. Service code 14 · EIN 39-1915811 | Plan Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,728 | $79,171-3.1% | $102,423-25.1% | $74,495+3.0% |
| Participation rate | 48.3% | 74.8%-26.5pp | 76.5%-28.2pp | 67.2%-18.9pp |
| Annual return | 16.71% | 54.93%-38.2pp | 29.32%-12.6pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $1,348 | $2,362-43.0% | $3,023-55.4% | $2,623-48.6% |
| Participant deferral / active EE | $2,600 | $4,415-41.1% | $5,053-48.5% | $4,346-40.2% |
| Admin fee / account holder | $73 | $2,001-96.4% | $9,451-99.2% | $1,942-96.2% |